AdvisorNet Financial

We're now less than a month away from Summit, our biggest conference of the year. We're excited to see our affiliated advisors from across the country. We have some great speakers lined up, and as always, we'll have some time to connect, deepen our relationships, and grow in our profession. If you haven't registered yet, please check your email for all the details.

One of our Guiding Principles focuses on Mission First. That means our mission is always at the forefront of everything we do. Our affiliated advisors know that we are committed to helping them grow their businesses by providing a unique offering unparalleled in the financial services industry. If you're interested in learning more, please reach out to us.

Our annual Summit Conference is right around the corner. Join us for one day packed with learning, camaraderie, and relationship building with our affiliated advisors from across the country. Check out the video to get an inside view of what you can expect, and check your email for registration details. We look forward to seeing you there.

Last week, AdvisorNet staff took part in an activity that emphasized one of our Guiding Principles: Upward and Onward. We had a friendly competition to see who could build the tallest tower, understanding that our foundation is supportive, sustainable, and strong. We had some fun, laughs, and ultimately a first-hand reminder of the importance of a strong foundation.

Today we honor and commemorate the life and work of Rev. Dr. Martin Luther King, Jr. and all he did for our nation.

Earlier this week, we hosted a Taco Bar, where employees enjoyed tacos and all the fixings during our lunch break. It was a great time to take a pause from a busy day and connect with each other over good food and conversation.

We are so thankful for the experience and partnership of Stonebridge Capital Advisors, elevating Portfolio Partners and our service to advisors! I welcome the opportunity to share more!

AdvisorNet’s Portfolio Partners recently partnered with Stonebridge Capital Advisors to be the portfolio management solution behind this turnkey, asset management program. This partnership brings a variety of advantages to advisors and their clients. Stonebridge’s team-based approach ensures continuity and consistency for advisors’ clients, while also getting preferred pricing and all the trading and rebalancing support advisors need. This allows them to focus on their business. Another benefit of this partnership is the Monthly Market Commentary and Economic Outlook, provided by Stonebridge. This publication provides important and timely information on the markets for you and your clients. The latest issue was recently delivered using the Portfolio Partners platform. As an advisor, if you think your clients would benefit from the due diligence, trading and rebalancing systems, and professional money management that comes with Portfolio Partners, reach out to Jennifer Haas or Michael Townsend, RICP® today.

AdvisorNet is proud of its unique ownership model. The affiliated advisors we serve are also our owners and shareholders led by a Board of Directors that provides strategic oversight for the company. We have a six member Board and are grateful to have Mark Joyner, CFP® and Jared Price join this group in 2025. Their insights, passion, and expertise will help in the important work our Board of Directors does throughout each year. Congratulations to both of them! As a privately-held company, our ownership model has several distinct advantages over other common models. Unlike private equity owned companies, we're not looking for our next exit strategy and liquidation event. Whereas publicly traded companies worry about myopic events and next quarter's earnings release, AdvisorNet focuses on the future and our long-term vision to continue to invest in programs that best support independent financial advisors, their clients, and the growth of their practices. We are always considering new advisors to affiliate with us and potentially become shareholders as well. If you'd like to learn more, please reach out to me.

One of our Guiding Principles is Better Together. We know that our affiliated advisors can better serve their clients because of the work our employees do behind the scenes in serving them. Providing a VIP Experience is in our DNA. We are starting the year by taking time to recognize our employees and show them how valued they are. Earlier this month, AdvisorNet hosted a coffee cart where employees could start their day off right by getting some specialty crafted drinks and spending time with one another, catching up on the holidays.